Name: BM Vision 2030 Smallcase
Brand: smallcase
SKU: BAMIMO_0004
Price: 128028 INR

Basant Maheshwari Wealth Advisers LLP  offers portfolio management and Research Analyst services. The firm focuses on investing in companies which have predictable and consistent earnings and can typically generate above average earnings growth over longer periods of time. 


Nifty 500 Index

BM Vision 2030 Smallcase

Basant Maheshwari Investing

This portfolio will participate in the megatrends that have and will emerge over the next decade.

All publicly traded companies on the National Stock Exchange of India are included in the universe

The team does in-depth research to decide the criteria to be used for constituent screening

The research team does individual stock picking after going through company reports and financials and decides on a host of qualitative and quantitative parameters to be considered while screening stocks for the respective strategy

We will invest across sectors and market caps. Weightage will be 50% above or below the simple formula (100/No. of stocks).So if we have 12 stocks:•&nbsp;&nbsp;the maximum weightage will be 50% above 100/12 = 8.33% = 12.50%•&nbsp;&nbsp;the minimum weightage will be 50% below 100/12 = 8.33% = 4.17%

This smallcase will be rebalanced on an as-needed basis

The final screened stocks are then weighted according to the selected asset allocation algorithm

BM Vision 2030 Smallcase

BM Vision 2030 Smallcase

Overview

Stocks & Weights